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HB Wealth Management, LLC: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on EEM, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 70,884 EEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,884 shares
    Change vs previous 13F -1,914 shares

    0.03% of the 13F portfolio, value $4,849,191.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,798 shares
    Change vs previous 13F +3,092 shares

    0.03% of the 13F portfolio, value $4,134,220.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,706 shares
    Change vs previous 13F +1,641 shares

    0.02% of the 13F portfolio, value $3,813,616.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,065 shares
    Change vs previous 13F +8,686 shares

    0.02% of the 13F portfolio, value $3,634,704.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,379 shares
    Change vs previous 13F -9,563 shares

    0.02% of the 13F portfolio, value $2,864,454.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,942 shares
    Change vs previous 13F +4,437 shares

    0.03% of the 13F portfolio, value $3,012,801.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,505 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $2,697,634.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,485 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,957,309.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).